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Converts document content into a PDF file that can be downloaded or attached to other actions in your Workflow.
1

Add the action

In the Workflow builder, click + between blocks and select Export as PDF from the action library.
Action library with Export as PDF selected
Adding the Export as PDF action between blocks
2

Enter the document name

Provide a name for your PDF document. This will be the filename when the PDF is generated.
Document name field for the PDF
3

Enter the document content

Define the content of your PDF document. You can mix static text with variables from the trigger or previous steps to create dynamic documents.
Document content field with variables
4

Preview and download the PDF

After running the Workflow, preview the generated PDF and download it by clicking the icons next to the action in the results panel.
Preview and download icons in the results panel
5

Attach the PDF to other actions (optional)

You can use the generated PDF as an attachment in other actions like Send Email. Reference the PDF output from this action when configuring email attachments.
Attaching the PDF to a Send Email action